Bookkeeping for
Concierge Medicine & DPC Medical Practices
Concierge Medical Practice Bookkeeping for Practices That Are Ready to Climb
What if you had the freedom to focus on your patients, knowing your financials are being taken care of by an expert in your industry?
Coal Creek Ledgers specializes in bookkeeping for concierge medicine practices and other direct primary care practice models. This means when you work with us, you’ll benefit from high level, industry specific insights tailored to the medical field.
With experience in optimizing medical billing with Medicare, Medicaid, and many insurance companies, we understand that after getting all those details right, the last thing you need to do is stress about how it will be reflected in your books.
We completely eliminate the stress and struggle of medical practice bookkeeping by allowing you to focus on what really matters – growing your practice and caring for your patients!
You're working hard to grow your medical practice,
but sometimes you feel like...
- You're wearing 100% of the hats and struggling to get it all done
- Your financials are complicated or unclear at best and innacurate at worst
- You don't have a pulse on how your business is actually performing
- You lack systems for operating your practice as a successful business
- Your cash flow is unpredictable and scaling is a challenge
What if Medical Practice Bookkeeping Could Be Easy?
We support our doctors and practice owners by giving you the tools you need to succeed!
We Make Using QuickBooks Online for Medical Practices Easy & Compliant
Most accounting software isn’t HIPAA compliant, but by using the information from your practice management software to separate confidential patient data from financial data, we can easily provide the power of insights by QuickBooks Online without compromising compliance.
We Go Beyond the Typical Medical Bookkeeping Services
Your practice’s bookkeeping should never be all about taxes and compliance. We take your bookkeeping service to the next level by providing high level data analysis and support with making key business decisions. That way, you always have the data you need, when you need it!
We Help Bridge the Gap When it Comes to Running a Business
You probably didn’t go to school for business and finance, but your practice is a business! We help bring valuable business principles, guidance, and structure to your practice so that you can succeed financially. Together, we’ll ensure your practice’s sustainability and success.
Why Do I Need Specialized Bookkeeping for my Medical Office?
Today, there are dozens of virtual bookkeeping offerings available online, but how many are equipped to successfully manage medical practice finances? Better yet, how many bookkeepers actually have experience working in healthcare in both bedside and administrative roles? Medical bookkeeping is complex and requires in-depth knowledge of compliance standards and medical billing procedures, especially for practices that accept insurance.
Hi, I'm Katie!
I grew up in a family of medical professionals and started my own medical career as a CNA. Over the years, I’ve worked as a CNA, a QMAP, and administrative professional at various healthcare facilities. During my time in these roles, I discovered my passion for bookkeeping and spent nearly a decade working as a business office manager and overseeing multiple facility business offices.
I love working with physician entrepreneurs because I admire their commitment to ensuring the health of their patients and enjoy helping them find new ways to grow more successful and prosperous practices. By watching out for my clients’ financial health, I help them take better care of their patients by expanding their offices and optimizing their practice operations.
When I’m not caring for my clients’ books, I enjoy reading, hiking, camping, and spending time in the great outdoors with my family! As a Christian, my faith guides all that I do in life, including how I operate my business. I’m proud to put God first in all of life’s adventures!
Hi, I'm Katie!
I grew up in a family of medical professionals and started my own medical career as a CNA. Over the years, I’ve worked as a CNA, a QMAP, and administrative professional at various healthcare facilities. During my time in these roles, I discovered my passion for bookkeeping and spent nearly a decade working as a business office manager and overseeing multiple facility business offices.
I love working with physician entrepreneurs because I admire their commitment to ensuring the health of their patients and enjoy helping them find new ways to grow more successful and prosperous practices. By watching out for my clients’ financial health, I help them take better care of their patients by expanding their offices and optimizing their practice operations.
When I’m not caring for my clients’ books, I enjoy reading, hiking, camping, and spending time in the great outdoors with my family! As a Christian, my faith guides all that I do in life, including how I operate my business. I’m proud to put God first in all of life’s adventures!
Senior Vice President of Operations for Vivage Quality Health Partners
Why Work With Us?
Get a QuickBooks Chart of Accounts for Medical Practices
How we do your bookkeeping is different on even the most basic level! By using a specialized chart of accounts, you’ll see more of the valuable data you need to grow.
Really Know Your Numbers and
Use them to Climb
We help our clients address issues in their business, pivot when needed, and align their finances with their goals. We serve as a true partner and are invested in your growth.
Make Tax Season Easy
Bookkeeping isn’t all about taxes, but when you see how easy tax season is after working with us, you’ll be glad you did! Our service helps you skip costly clean up and avoid tax season stress.
Bookkeeping Services for Medical Practices
Our services are tailored to your unique needs! During your free discovery call, we’ll discuss your current finances, processes, issues, and concerns. This information will enable us to diagnose your current bookkeeping needs and provide a comprehensive financial health plan.
Services we offer include:
- Diagnostic Review
- Monthly Bookkeeping
- Receipt Management
- Financial Reporting
- Clean Up & Catch Up
- Payroll
- 1099 Filing
- And More!
Bookkeeping Services for Medical Practices
Our services are tailored to your unique needs! During your free discovery call, we’ll discuss your current finances, processes, issues, and concerns. This information will enable us to diagnose your current bookkeeping needs and provide a comprehensive financial health plan.
Services we offer include:
- Monthly Bookkeeping
- Receipt Management
- Financial Reporting
- Clean Up & Catch Up
- Payroll
- 1099 Filing
- And More!
Ready to Take Your Medical Practice Bookkeeping to the Next Level?
Book a Free Discovery Call Today!